AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why Advisor Check
FM

Frank R. Maresca

Some features on this profile are disabled
CRD#: 2231816
FM

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Frank Ronald Maresca JR, who also goes by Frank Ronald Maresca, was a registered financial professional .

Frank is a previously registered financial professional and started their career in finance in 1992. Frank had worked at 11 firms and has passed the Series 63, SIE, Series 55, Series 7, Series 24 and Series 4 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Frank Ronald Maresca

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

May 16, 2016 - October 11, 2016

BRISTOL INVESTMENT GROUP, INC.

BD
CRD#: 39684
NEW YORK, NY
Past

June 10, 2013 - April 30, 2014

SOURCE CAPITAL GROUP, INC.

BD
CRD#: 36719
WESTPORT, CT
Past

January 11, 2011 - July 19, 2011

CHELSEA FINANCIAL SERVICES

BD
CRD#: 47770
MASSAPEQUA, NY
Past

January 28, 2009 - December 23, 2009

CETERA FINANCIAL SPECIALISTS LLC

BD
CRD#: 10358
MASSAPEQUA, NY
Past

October 24, 2005 - March 1, 2007

CETERA FINANCIAL SPECIALISTS LLC

BD
CRD#: 10358
STAMFORD, CT
Past

October 13, 2005 - October 24, 2005

C. J. M. PLANNING CORP.

BD
CRD#: 5698
POMPTON LAKES, NJ
Past

May 3, 2001 - December 31, 2003

C. J. M. PLANNING CORP.

BD
CRD#: 5698
POMPTON LAKES, NJ
Past

September 7, 1999 - December 1, 1999

THE REGENCY GROUP, INC.

BD
CRD#: 45216
NEW YORK, NY
Past

July 11, 1995 - September 15, 1997

D. WECKSTEIN & CO., INC.

BD
CRD#: 20338
NEW YORK, NY
Past

July 5, 1994 - May 10, 1995

SAMCO FINANCIAL SERVICES, INC.

BD
CRD#: 30108
PHOENIX, AZ
Past

November 8, 1993 - April 22, 1994

INSTITUTIONAL EQUITY CORPORATION

BD
CRD#: 19628
DALLAS, TX
Past

June 29, 1993 - August 20, 1993

TD AMERITRADE, INC.

BD
CRD#: 7870
OMAHA, NE
Past

May 26, 1992 - June 24, 1992

GKN SECURITIES CORP.

BD
CRD#: 19415
NEW YORK, NY

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
Series 63
Date: 7/12/1993
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
RR
Series 55
Date: 9/28/1999
Limited Representative-Equity Trader Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam

Current Firm


BI
BRISTOL INVESTMENT GROUP, INC.
BRISTOL CAPITAL PARTNERS, INC. | BRISTOL INVESTMENT GROUP, INC.

CRD#: 39684 / SEC#: , 8-48790

BD
Terminated by SEC on 01/03/2023
Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information


Main Address
Mailing Address
Phone number
Established
New York since 10/11/1995
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
DONENFELD, ALAN PAULPRESIDENT1206842
DONENFELD, ALAN PAULCHIEF COMPLIANCE OFFICER1206842

Disclosures


Regulatory Event3

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


BRISTOL INVESTMENT GROUP, INC.

CRD#: 39684

TRUST BUT VERIFY

Monitor Frank Maresca

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors


Stephen Albert Zahka
Stephen ZahkaAdvisorCheck Check Mark
EDWARD JONES
IAR
RR
Marlborough, MA
Frank Horace Moore III
Frank MooreAdvisorCheck Check Mark
UBS FINANCIAL SERVICES INC.
IAR
RR
Greenwich, CT
Marshall Lee Rosen
Marshall RosenAdvisorCheck Check Mark
OSAIC WEALTH, INC.
IAR
RR
Fort Lauderdale, FL
footer-logo

AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.
© 2025 AdvisorCheck, an AIMR Analytics company.
All rights reserved.
Powered ByAIRM Analytics